ERP-core/docs/INVOICE_PRINT_SCENARIOS.md

Sales Invoice — Print Scenarios, Sizes & Format

What a printed / downloaded / shared sales invoice looks like, per paper size and per invoice state.

Source of truth:

• Layouts: Frontend/erp-system/components/sales/SalesInvoicePrint.tsx
• Shared print shell (sizes, PDF, send): Frontend/erp-system/components/print/DocumentPrint.tsx
• Print CSS: Frontend/erp-system/app/globals.css (.invoice-sheet, .invoice-print-root)
• Totals / lifecycle: Backend/ERPCore/Services/SalesInvoiceService.cs, SalesPostingService.cs, SalesInvoicePaymentService.cs

Where it opens: Sales → Invoices (row action) and Invoice detail → Print open the print dialog; /dashboard/sales/invoices/[id]/print shows the same preview as a full page.

---

1. Paper sizes

Size	Sheet width	Page rule (@page)	Base font	Use for
A4 (default)	210 mm (on screen 210 × 297 mm)	size: A4; margin: 12mm	14px (text-sm)	Office printers, email / WhatsApp PDF, B2B / credit customers
80mm	80 mm, padding 4 mm × 5 mm	size: 80mm auto; margin: 3mm	11px	Standard thermal POS printer
58mm	58 mm, padding 2.5 mm × 4 mm	size: 58mm auto; margin: 2mm	9.5px	Small / mobile thermal printer

• The dialog always opens on A4; the user switches with the Paper size dropdown.
• Receipt sizes have auto height — one continuous page as long as the content.
• A4 content longer than one page flows onto further pages; table rows and the totals / payment blocks don't split across pages (break-inside: avoid).

2. Output actions

Action	What happens	File name
Print	Browser print dialog; only the invoice sheet prints (app UI hidden), page size set from the choice above	—
Download	Renders the previewed sheet to PDF (2× resolution). A4 → multi-page A4 PDF; receipts → one page at roll width × content height	INV-xxxx.pdf, INV-xxxx-80mm.pdf, INV-xxxx-58mm.pdf
Send	Builds the same PDF, then opens the device share sheet with the PDF attached. If the browser can't share files: downloads the PDF and opens WhatsApp to the customer's phone (0XXXXXXXXX → 94XXXXXXXXX) with a pre-filled message; user attaches the PDF	same as Download

Send message text: Invoice INV-xxxx from <Company> — total Rs. x,xxx.xx, balance due Rs. x,xxx.xx. (the balance part is omitted when fully paid).

3. Formatting rules (all sizes)

Item	Format	Example
Money	Rs. + thousands separator + exactly 2 decimals	Rs. 12,450.00
Quantity	up to 3 decimals, trailing zeros dropped	2, 1.5, 0.125
Dates	dd/MM/yyyy	29/09/2026
Discounts	shown as negative	-Rs. 250.00
Zero discount / tax on a line (A4)	em dash	—
Accent colour (A4 only)	deep red #8b1c24 for section underlines, header rule and status text
Receipts	black only, no fills, logo in greyscale (thermal-safe)

4. What each layout includes

A4

1. Header — large INVOICE title; Invoice No., Invoice Date, Due Date; Status row only when the invoice is not Posted. Company logo top-right (if enabled).
2. From — company trade name (or legal name), address, city/country, phone, email, Tax Reg No (if enabled in template).
3. Bill To — customer name (snapshot at invoice time), address, phone, email, customer Tax No.
4. Item Details table — Item · Qty · Unit Price · Discount · Tax · Amount. Free-issue lines tagged (free issue); free qty shown under qty as + N free.
5. Notes / Terms (left) — each line of the template's Terms & Conditions then Footer note.
6. Totals box (right) — Subtotal; Discount / Tax / Round off (only when non-zero); Total (net payable). If anything is paid: Paid + Balance Due.
7. Payment Method — each recorded payment: date · bank/cash account · ref · amount; otherwise "No payment recorded yet." Bank transfer details below (if enabled).

80mm / 58mm receipt

Single centred column, sections separated by dashed rules:

1. Logo (greyscale), company name (uppercase), address, Tel:, Tax Reg: (if enabled)
2. INVOICE, plus *** DRAFT *** / *** CANCELLED *** when not Posted
3. Invoice No., Date, Due, Customer, Phone
4. Items — name on one line, qty x unit price +N free line total on the next, Disc -x if discounted
5. Subtotal, Discount, Tax, Round off (non-zero only), TOTAL between heavy rules, Paid / Balance if paid
6. Payment list (date + account + amount), if any
7. Notes / terms (centred)
8. Thank you!

Not on receipts: customer address/email, per-line tax column, bank transfer details.

5. Where the data comes from

Field	Source
Invoice no., date, lines, totals, status	Sales invoice (GET /sales-invoices/{id})
Customer name / tax no.	Snapshot stored on the invoice — later customer edits don't change old invoices
Customer address, phone, email	Live customer record
Due date	Not stored — invoice date + customer.creditDays (0 credit days → due date = invoice date)
Payments	GET /sales-invoices/{id}/payments
Company name, address, logo, bank details	Settings → Company Profile
Logo on/off, Tax Reg No on/off, bank details on/off, terms, footer	Settings → Invoice Template

Only the invoice itself is required. If customer, payments, company profile or template fail to load, that block is just left out. With no company profile, A4 shows a hint on screen only (hidden when printed).

6. Scenarios

#	Scenario	What prints
1	Draft invoice	Normal layout + Status: DRAFT (A4, red) / *** DRAFT *** (receipt). Totals shown, no payments.
2	Posted, unpaid	No status row. Totals box ends at Total; "No payment recorded yet."
3	Posted, partly paid (installments)	Paid + Balance Due shown; each payment listed. Send text includes balance due.
4	Posted, fully paid	Paid = Total, Balance Due Rs. 0.00; Send text has no balance part.
5	Cancelled	Status: CANCELLED / *** CANCELLED ***. Only Drafts can be cancelled, so no payments.
6	Line with discount (% or amount)	Discount column -Rs. x; Discount row in totals.
7	Line with tax	Tax column amount (A4); Tax row in totals.
8	Free qty on a paid line	+ N free under qty.
9	Free-issue line (whole line free)	(free issue) / (free) after item name.
10	Credit customer (creditDays > 0)	Due date = invoice date + credit days.
11	Cash customer (creditDays = 0)	Due date = invoice date.
12	Template logo = None, or no logo uploaded	No logo.
13	Template Show bank details on + company bank set	"Bank transfer" block on A4 (bank, branch, account name/no., SWIFT).
14	Template Show Tax Reg No on	Company Tax Reg No under From / receipt header.
15	Terms / footer note filled	Printed line by line (blank lines skipped).
16	Customer with no phone	Send → WhatsApp opens contact picker instead of a chat.
17	Logo on a host without CORS	Print shows it; PDF replaces it with a blank so download still works.
18	Long invoice (many lines)	A4: continues on page 2+; receipt: longer strip.

7. Totals calculation (for checking printouts)

Per invoice (SalesInvoiceService.Recalculate):

Subtotal     = Σ (qty × unitPrice)
DiscountTotal= Σ line discount
TaxTotal     = Σ line tax
GrandTotal   = Σ lineTotal + TaxTotal
RoundOff     = 0            (currently always 0 → row never shows)
NetPayable   = GrandTotal + RoundOff     ← printed as "Total"
Balance      = NetPayable − Σ payments

Payment rules: only Posted invoices accept payments; a payment can't exceed the remaining balance. Only Draft invoices can be edited or cancelled.

8. Other invoice print route (legacy)

/print/sales/invoices/[id] is an older A4-only page that follows the Invoice Template style (Classic / Compact / Modern). It includes warehouse, SKU and UOM columns and plain 2-decimal numbers without Rs.. The print dialog above does not use the template style — only its logo / tax no. / bank / terms settings.